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Financial Planning Specialist

1 month ago

Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time £40,000 - £50,000

bJob Summary:/bbrbrDirect Response Employment Services is pleased to be supporting our award-winning client in the recruitment of a skilled paraplanner to join their team on a permanent basis.brbrAs a paraplanner, you will have previous industry experience and be joining a professional and qualified team. Upon joining, you will benefit from a structured training and induction programme, which each new joiner passes through when joining this small and friendly team.brbrbKey Responsibilities:/bbrbr Preparation of compliant and technical suitability reports and financial life plan reports detailing consultants' recommendations to clients.brbr Client annual reviews.brbr Conducting technical research and analysing data collected on behalf of clients.brbr Identifying investments and tax savings opportunities for clients proactively.brbr Evaluating investment portfolios with consultants.brbr Possessing excellent communication skills and being knowledgeable within IT, including experience of Microsoft packages Word and Excel.brbrbBenefits:/bbrbr Discretionary quarterly bonus.brbr 23 days' holiday increasing to 25 days with service, plus bank holidays and the option to buy and sell holiday.brbr Life Cover (Death in service x 4).brbr Wellness programme